-6.5%
HAL vs LYB
-22.4%
+15.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.5% | -2.7% |
| 7D | -3.3% | -0.7% | -2.6% | -3.0% |
| 30D | +7.2% | +1.5% | +5.7% | +6.4% |
| 3M | -8.8% | -0.3% | -8.5% | -8.9% |
| 6M | +3.0% | +0.1% | +2.9% | +0.7% |
| YTD | +29.4% | +53.4% | -24.0% | -2.2% |
| 1Y | +62.8% | +25.6% | +37.2% | +37.7% |
| All | -6.5% | -22.4% | +15.9% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LYB.
Daily Out/Under-Performance
Portfolio return minus LYB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded LYB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling